Financial Gravity Asset Management’s Fortis FTS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2
| Closed | -$55 | – | 2017 |
|
2023
Q4 | $55 | Buy |
2
+1
| +100% | +$28 | ﹤0.01% | 1323 |
|
2023
Q3 | $27 | Buy |
+1
| New | +$27 | ﹤0.01% | 1108 |
|
2023
Q2 | – | Sell |
-43
| Closed | -$29 | – | 1709 |
|
2023
Q1 | $29 | Buy |
+43
| New | +$29 | ﹤0.01% | 777 |
|
2022
Q4 | – | Sell |
-38
| Closed | -$26 | – | 1479 |
|
2022
Q3 | $26 | Sell |
38
-9
| -19% | -$6 | ﹤0.01% | 696 |
|
2022
Q2 | $32 | Sell |
47
-3
| -6% | -$2 | ﹤0.01% | 630 |
|
2022
Q1 | $34 | Buy |
50
+2
| +4% | +$1 | ﹤0.01% | 668 |
|
2021
Q4 | $33 | Buy |
48
+47
| +4,700% | +$32 | ﹤0.01% | 756 |
|
2021
Q3 | $44K | Hold |
1
| – | – | 0.02% | 611 |
|
2021
Q2 | $44K | Hold |
1
| – | – | 0.02% | 609 |
|
2021
Q1 | $29 | Sell |
1
-38
| -97% | -$1.1K | ﹤0.01% | 619 |
|
2020
Q4 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 317 |
|
2020
Q2 | – | Sell |
-220
| Closed | -$8.48K | – | 345 |
|
2020
Q1 | $8.48K | Buy |
220
+171
| +349% | +$6.59K | 0.03% | 244 |
|
2019
Q4 | $42K | Sell |
49
-410
| -89% | -$351K | 0.03% | 718 |
|
2019
Q3 | $19K | Sell |
459
-162
| -26% | -$6.71K | 0.02% | 464 |
|
2019
Q2 | $24K | Buy |
621
+35
| +6% | +$1.35K | 0.02% | 453 |
|
2019
Q1 | $22K | Buy |
+586
| New | +$22K | 0.02% | 429 |
|
2018
Q3 | $40K | Sell |
1,218
-81
| -6% | -$2.66K | 0.04% | 380 |
|
2018
Q2 | $43K | Buy |
1,299
+255
| +24% | +$8.44K | 0.04% | 361 |
|
2018
Q1 | $35K | Buy |
+1,044
| New | +$35K | 0.04% | 427 |
|